"Don't Fear Recession," Balance Big Tech with Defense Stocks

Dale Smothers calls the current market sell-off a "10% correction" that is healthy for the markets. He tells investors it's okay to buy into lower price action but not to go all in on names like Nvidia (NVDA), Microsoft (MSFT) and Apple (AAPL). Dale points to consumer staples as a balance to his barbell investing approach that includes names like Campbell's (CPB), Conagra Brands (CAG) and General Mills (GIS).

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